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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $470,245 | $210,698+123.2% | $178,014+164.2% | $145,959+222.2% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 17.06% | 386.27%-369.2pp | 294.80%-277.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $4,680 | $4,567+2.5% | $3,950+18.5% | $4,661+0.4% |
| Participant deferral / active EE | $30,500 | $6,958+338.3% | $6,276+385.9% | $6,689+356.0% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |